MorganRosel Wealth Management, LLC

DOSSIER · 13F-HR · Q1 2026

MorganRosel Wealth Management, LLC

$254M in tracked AUM across 103 positions as of Q1 2026.

MW

CIK 0001753218 · last filed Mar 31, 2026

Total AUM

$254M

as of Q1 2026

Holdings

103

—

positions

Whale Score

53

53

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

MorganRosel Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

VTI

VANGUARD TOTAL STOCK MARKET ETF

$48M149K18.9%02

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

$17M683K6.7%03

VOO

VANGUARD S&P 500 ETF

$9M15K3.5%04

FNDF

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

$8M155K3.0%05

BOND

PIMCO ACTIVE BOND EXCHANGE-TRADED FUND

$7M76K2.8%06

VEU

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND